Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002019316-25-000003
Filing Date
2025-07-09
Accepted
2025-07-09 13:01:48
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2060
2 heritage_2q2025.inftbl.html INFORMATION TABLE  
2 heritage_2q2025.inftbl.xml INFORMATION TABLE 88703
  Complete submission text file 0002019316-25-000003.txt   91992
Mailing Address 9841 E BELL RD, STE 110 SCOTTSDALE AZ 85260
Business Address 9841 E BELL RD, STE 110 SCOTTSDALE AZ 85260 602-775-5400
Heritage Family Offices, LLP (Filer) CIK: 0002019316 (see all company filings)

EIN.: 831661030 | State of Incorp.: AZ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24256 | Film No.: 251112912